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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,216 | $165,399-82.3% | $149,745-80.5% | $158,982-81.6% |
| Participation rate | 9.1% | 84.6%-75.5pp | 82.5%-73.4pp | 82.0%-72.9pp |
| Annual return | 15.23% | 348.34%-333.1pp | 276.72%-261.5pp | 302.99%-287.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $237 | $7,183-96.7% | $6,843-96.5% | $5,983-96.0% |
| Admin fee / account holder | $110 | $10,811-99.0% | $9,312-98.8% | $11,252-99.0% |